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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,193 | $232,540-96.0% | $185,117-95.0% | $147,586-93.8% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 30.33% | 43.03%-12.7pp | 40.50%-10.2pp | 578.59%-548.3pp |
| Employer contribution / active EE | $971 | $5,195-81.3% | $4,182-76.8% | $4,876-80.1% |
| Participant deferral / active EE | $971 | $5,834-83.3% | $5,045-80.7% | $5,439-82.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |